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Spotify
SPOT

Overview Fund Activity

555 hedge funds and large institutions have $30.1B invested in Spotify in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 202 increasing their positions, 163 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
555
Holders Change
-16
Holders Change %
-2.8%
% of All Funds
9.69%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.24%
New
82
Increased
202
Reduced
163
Closed
93
Calls
$995M
Puts
$1.38B
Net Calls
-$385M
Net Calls Change
+$102M

Top Buyers

1
AIM
ARK Investment Management
Florida
$1.32B
2
Morgan Stanley
Morgan Stanley
New York
$5.31B
3
Flossbach Von Storch
Flossbach Von Storch
Germany
$165M
4
NAMA
Nikko Asset Management Americas
New York
$577M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$450M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$1.2B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.18B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$455M
5
ClearBridge Investments
ClearBridge Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
526
Liberty Wealth Management
California
$4K +$533 +2 +15%
RCA
527
Ranch Capital Advisors
Florida
$4K +$2K +10 +100%
AAP
528
Arax Advisory Partners
Colorado
$4K +$4K +15 New
CAL
529
Capital Analysts LLC
Pennsylvania
$3K +$3K +11 New
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$2K -$5.14K -18 -72%
BWM
531
BerganKDV Wealth Management
Minnesota
$2K – – –
TFO
532
Tarbox Family Office
California
$2K – – –
WQ
533
Wealth Quarterback
New Jersey
$2K +$2K +4 New
HI
534
Hudock Inc
Pennsylvania
$2K +$2K +8 New
LF
535
Lee Financial
Texas
$2K +$2K +9 New
SWA
536
Sutton Wealth Advisors
Florida
$1.93K – – –
COCM
537
Charter Oak Capital Management
New Hampshire
$1K – – –
SWM
538
Sugarloaf Wealth Management
Georgia
$1K – – –
EIP
539
Ellis Investment Partners
Pennsylvania
$1K – – –
ME
540
McIlrath & Eck
Washington
$1K – – –
CWA
541
Carolina Wealth Advisors
South Carolina
$1K – – –
BCM
542
Bourgeon Capital Management
Connecticut
$1K – – –
CAM
543
ClariVest Asset Management
California
$1K – – –
HS
544
Horan Securities
United States
$1K +$1K +2 New
PWS
545
Paragon Wealth Strategies
Florida
$1K +$1K +2 New
APWA
546
Atlas Private Wealth Advisors
New Jersey
$1K +$1K +4 New
FWM
547
Focused Wealth Management
New York
$1K +$1K +5 New
AIG
548
American International Group
New York
$796 -$33 -119 -4%
Walleye Capital
549
Walleye Capital
New York
$209 +$209 +760 New
WIM
550
Westside Investment Management
California
$27 – – –
20 21
22
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